KWM
V icon

KFG Wealth Management’s Visa V Stock Holding History

KFG Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$921K Buy
3,047
+93
+3% +$29.9K 0.12% 86
2025
Q4 		$1.04M Sell
2,954
-27
-0.9% -$9.2K 0.14% 79
2025
Q3 		$1.02M Buy
2,981
+140
+5% +$48.5K 0.15% 77
2025
Q2 		$1.01M Buy
2,841
+1,169
+70% +$407K 0.16% 72
2025
Q1 		$586K Buy
1,672
+48
+3% +$16.2K 0.11% 108
2024
Q4 		$513K Sell
1,624
-419
-21% -$126K 0.1% 112
2024
Q3 		$562K Buy
2,043
+1,086
+113% +$294K 0.12% 98
2024
Q2 		$251K Buy
957
+8
+0.8% +$2.19K 0.1% 138
2024
Q1 		$265K Buy
949
+111
+13% +$30.6K 0.11% 130
2023
Q4 		$218K Sell
838
-60
-7% -$14.8K 0.1% 125
2023
Q3 		$207K Buy
898
+16
+2% +$3.85K 0.11% 123
2023
Q2 		$210K Buy
882
+1
+0.1% +$229 0.12% 115
2023
Q1 		$205K Buy
+881
New +$196K 0.14% 92

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return